Senior Financial Analyst

Dallas, TX, United States

What You'll Do

Lead the process of implementation of new and existing partners into the IMA ecosystem in terms of Accounting & Finance, including project management of systems, GL codes, reporting and basic integration

Contribute to the corporate annual budget process and provides periodic forecasting as needed

Execute partner-related reports with careful attention to detail, thoughtful examination, insightful discussion, and accuracy

Perform project/initiative, business case, and ad hoc scenario analyses to inform planning. Provide insight and recommendation independently

Lead merger and acquisition diligence and internal modeling structure providing insight and recommendation to facilitate evaluation of acquisition prospects for partners handled internally

Create and execute models to analyze partner profitability and adherence to expectations

Manage relationships with senior business executives across the organization to include the discovery and development of relevant, meaningful reporting and analysis

Ensure data integrity and consistency program and structure

Lead systems analysis/projects, including being integral to implementation of all systems integrations across the accounting & finance group as a project manager for both partners and internal stakeholders

Key stakeholder in finance related partner integration efforts through leading integration activity across the department

Support and demonstrate IMA’s core values

Value and understand the importance of diversity, equity, and inclusion among all IMA associates

You Should Have

Bachelor’s Degree required with desire for FP&A related certifications if not already achieved

Minimum 7 years of FP&A experience in a Senior Financial Analyst capacity or related experience

Systems skills – Applied Epic, SAP Concur, Adaptive Insights

Experience with MS Office products preferred, specifically Outlook, Word, and expert-level Excel proficiency

Strong critical thinking and problem-solving skills

Able and willing to work a hybrid schedule with at least 3 days per week onsite

Compensation & Benefits

Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:

Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.

Why Join IMA?

We’ve built a reputation for putting our associates first

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.

We work in teams. We sell in teams. We win and prosper as a team

We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry

2020-2023 Business Insurance Magazine Best Places to Work in Insurance

2023 Inc. Magazine’s Best Workplaces

2023 Denver Business Journal’s Best Places to Work

2022-2023 Connecticut Top Work Places

2021-2023 Inc. 5000’s List of Fastest Growing Companies

2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies

2022-2023 Kansas City Business Journal’s Best Places to Work

2021-2023 Charlotte Business Journal’s Best Places to Work

2021-2023 Los Angeles Business Journal’s Best Places to Work

2021-2023 The Salt Lake City Tribune Top Work Places

2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces

2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category

2021 Dallas Business Journal’s Best Places to Work

2021 Alaska Journal of Commerce’s Best Workplaces in Alaska

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

#J-18808-Ljbffr